8 strategic conversations to have with your clients

Client experience and satisfaction is key to practice growth. Use conversation starters to get going as an advisor.

The checklist of eight strategic conversations to have with clients is being downloaded on a mobile phone.

Client experience and satisfaction is the key to practice growth. Use these strategic conversation starters to start being seen as an advisor. And use Xero tools like analytics, reporting, and short term cash flow projections, alongside apps in our ecosystem to help your clients level up and prepare for the future/for the rebound.

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